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Customer Success Manager, AI Agents
Wing Assistant. Own the customer relationship and account after signing, including onboarding, adoption, renewal, and expansion .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B Customer Success and Account Management, with a strong focus on customer onboarding, retention, and upselling. Proficient in software configuration, automation, and effective communication with clients in a telephony and healthcare context.
Highest-signal resume keywords
B2B Customer SuccessAccount ManagementSoftware ConfigurationRetention Target AchievementTelephony Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Software ConfigurationAutomationIVRPhone TreesCRMAPI Documentation ReadingWebhook UnderstandingNo-Code ToolsCustomer OnboardingUpselling
Soft Skills
Clear CommunicationConfident Spoken EnglishHigh-Level Written English
Tools & Technologies
LinearJiraStripeSlack Connect
Industry Keywords
B2BCustomer SuccessTelephonyHealthcarePractice ManagementStartup ExperienceAI Automation
About the role
Key responsibilities & impact- Own the customer relationship and account after signing, including onboarding, adoption, renewal, and expansion
- Manage a book of live accounts, tracking status, issues, customer sentiment, and unresolved items
- Run follow-ups on open items, deals, escalations, and promised callbacks
- Take new customers live by setting up call forwarding, building flows, connecting supported integrations, and testing end to end
- Configure call flows, prompts, transfer settings, SMS, notifications, and other product settings
- Handle several customer calls per day, including onboarding, check-ins, escalations, and retention saves
- Identify churn risk, work past-due invoices, and close upsells
- Identify repetitive back-office work and propose automation opportunities
- Document recurring fixes as reusable playbooks
- Manage engineering handoffs while retaining ownership of customer updates, timelines, and follow-up
- Post daily written progress reports and resolve or update open items the same day
Requirements
What you’ll need- 2+ years in B2B Customer Success, Account Management, or Tech Support owning a named account list
- Hands-on software configuration experience with automations, IVR, phone trees, CRM, or no-code tools
- Ability to read API documentation, understand webhooks, and self-learn new tools
- Daily phone communication with clients
- Proven experience carrying a retention, renewal, or upsell target
- Clear, confident spoken English for live calls with US business owners and clinic staff
- Full availability for live calls during US business hours
- High-level written English for autonomous customer emails
- Telephony experience, healthcare/practice-management background, startup experience, familiarity with Linear, Jira, Stripe, and Slack Connect, and AI automation experience are nice-to-haves
Benefits
Comp & perks- Flexible hours
- Fully remote work
- Remote-work availability across multiple hiring regions